Online trading platform · customer onboarding
Onboarding that runs itself
New client sign-ups required staff to manually re-key form data into the CRM, database and email system — slow, and every re-key was a chance to get it wrong. I built a serverless pipeline (Lambda + API Gateway + DynamoDB) that captures each application once and fans it out to every system automatically, with validation and error alerts. Result: onboarding handled end-to-end without manual data entry, and errors caught before they reach a client record.
Online trading platform · payments
Payment events, synchronised everywhere
Deposits and withdrawals had to be reflected across the payment provider, internal database and client-facing tools — previously reconciled by hand. I integrated the payment provider's webhooks into an event-driven workflow that updates every system the moment a transaction lands. Result: one source of truth for payment status and reconciliation work removed from the daily routine.
Online trading platform · operations & reporting
Reporting without the spreadsheet marathon
Operational reports were assembled manually from multiple systems, including MetaTrader 5 data. I automated the data collection and built repeatable reporting workflows, plus CRM-driven email automation with branded HTML templates. Result: reports produced on schedule from live data, and customer communications sent automatically at the right lifecycle moments.